See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $162,162 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $74,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,531 | $50,815+129.3% | $155,509-25.1% | $77,643+50.1% |
| Participation rate | 99.7% | 63.1%+36.6pp | 78.2%+21.5pp | 70.6%+29.1pp |
| Annual return | 13.28% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-18.0pp |
| Employer contribution / active EE | $4,199 | $1,993+110.7% | $4,672-10.1% | $2,726+54.1% |
| Participant deferral / active EE | $5,175 | $2,822+83.4% | $5,626-8.0% | $4,647+11.4% |
| Admin fee / account holder | $172 | $437-60.6% | $15,912-98.9% | $430-60.0% |